E-documents overview
Electronic documents (e-documents) are the backbone of modern business transactions. They encompass vital documents, such as invoices and receipts in both directions (delivery and receipt). They also add capabilities for document status–related messaging between access points.
Our commitment to enhancing your business processes led to the development of a groundbreaking app that focuses on e-documents in Microsoft Dynamics 365 Business Central. This app serves as a robust platform for efficient e-document management.
Note
To use these capabilities, install the E-Document Core app in your environment.
The E-Document app can be used in countries/regions where companies require specialized e-document handling to comply with local regulations. The app provides a solid foundation that can be easily extended to meet specific local or industry requirements.
The documentation explains e-documents in detail. It shows the capabilities of the app and demonstrates how it seamlessly adapts to cater to your organization's unique needs. To get started with e-documents, see the following articles.
| Article | Description |
|---|---|
| Set up e-documents | Learn how to set up e-documents functionality, including services, workflow, sending profiles, and retention policies. |
| Use e-documents in sales | Learn how to use e-documents functionality for sales invoices, their statuses, logs, and action messages. |
| Use e-documents in purchase | Learn how to use e-documents functionality for purchase invoices and orders, their statuses, logs, and action messages. |
| Extending e-documents functionality | Learn how to extend e-documents functionality with specific local or industry requirements by creating more apps on top of this one. |
| Set the e-documents connector with external endpoints | Learn how to use external access points for automation in delivering and receiving your e-documents. |
| Parameters for setting the e-documents connector with external endpoints | Learn how to set up parameters and credentials for e-documents with specific external endpoints. |
| Exchanging Data Electronically | Learn how to use the Data Exchange Framework to manage the exchange of data in business documents such as bank files and currency exchange rates. |
| Map e-documents to purchase order lines with Copilot (preview) | Learn how to use Copilot to improve your efficiency when working with e-documents. |